The Traders Journal

The Roadmap: 10 Stages to Successful Investing


MapOver the many years that I’ve taught new investors, a single common denominator stands out amongst those who grow into consistently profitable investors.  It’s rather simple.  They are patient investors who are willing to take a longer view and therefore deliberately and slowly build a solid foundation upon which to grow and prosper.

In an effort to help more of you grow into this same consistency and profitability, I’ve organized all my blogs to date within the Tensile Trading© framework of 10 stages.  These are the 10 stages upon which I base my own trading, and they also provide the roadmap for my classes. 

I am absolutely certain that if you embrace these 10 stages and the essential lessons from each of the blogs, you will arrive at the station of “consistent profits” sooner than later.

Stage 1:  Money Management

  • The 4 Crucial Beliefs of Successful Investors – September 7, 2012
  • Your Canary in the Trading Room – May 11, 2012

Stage 2:  Business of Investing
  • Olympic Caliber Investing – July 6, 2012
  • The World’s Greatest Hobby – May 18, 2012
  • My “Perfect” World – September 28, 2012

Stage 3:  The Investor Self

  • The #1  Indicator Professionals Focus On – July 20, 2012
  • 8 Observational Living Tools to Supercharge Your Profits – July 27, 2012
  • The Complete Olympian & The Complete Investor – August 17, 2012
  • Overcoming the Slinky Gap:  Mastering Both Yourself & Your Trading System – November 30, 2012
  • 4 Classic Elements of Mastery –August 10, 2012
  • Stock Market Mastery Part II – August 24, 2012
  • Stock Market Mastery Part III:  The Equation  -- October 5, 2012

Stage 4:  Market Analysis

  • The Best Source of Investable Ideas – November 2, 2012
  • Are You Too Educated to be a Successful Investor? – June 15, 2012
  • Double Your Money: Buy on Rumors – April 12, 2012

Stage 5:  Routines

  • Investing Routines:  A Pillar of Any Successful Program – June 29, 2012
  • The Secret of Success Is – June 8, 2012
  • A Trader’s Discipline:  How I Stay the Course – September 14, 2012 Powerful Parallels Yield Insights into Top Traders & Top Salespersons – August 3, 2012
  • Your Money Tree:  The Tree of Color – June 22, 2012

Stage 6:  Stalking Your Trade

  • 7 Attributes to Give You the “Edge” – October 12, 2012
  • The Triumph of Catching a Big Move – April 27, 2012

Stage 7:  Buying

  • How a Fellow Investor Critiqued This Trader – October 26, 2012

Stage 8:  Monitoring Your Investments

  • How History Unlocks Deep Insights Within Today’s Price & Volume Charts – November 9, 2012

Stage 9:  Selling

  • Talk to Your Ego Before you Trade – April 20, 2012
  • The Art of Selling Well: Part I – May 25, 2012
  • The Art of Selling Well: Part II – June 1, 2012
  • The News Sausage & Pulling the Trigger – July 13, 2012
  • How I Deal With Trading Losses – September 21, 2012

Stage 10:  Re-Examine, Refine, Re-Enhance

  • The Secrets I Learned from Jesse Livermore – October 19, 2012
  • My Pal Warren on the 10 Stages of Investing – August 31, 2012

Trade well; trade with discipline!
-- Gatis Roze


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Gatis Roze
About the authors: , CMT, holds an MBA from the Stanford Graduate School of Business and is a past president of the Technical Securities Analysts Association (TSAA). He is also the co-author of Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). A full-time investor for over 25 years, Gatis has taught sold-out investment courses throughout the Pacific Northwest and beyond since 2000. Learn More

Grayson Roze
is the author of Trading for Dummies (Wiley, 2017) and Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). He has worked in the financial services industry for since 2012, and now serves as the Business Manager for the company. He holds a Bachelor's degree from Swarthmore College. Learn More
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Table of Contents

Wow!!! What a fantastic list! Got a little bit of homework this weekend! Even though I've been following your blog from the beginning ;) Thank you :)
Thank you, Gatis. Is there any way this bog entry could be updated to include links to enable a reader to click through to the various blog entries by stage? I appreciate the efforts you make each week to write your blog. -- Sharon
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